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High-Net-Worth Financial Planning Strategies to Effectively Manage Wealth

By Lauren Nowacki January 20, 2026 WSJ Buy Side

High-net-worth financial planning involves creating comprehensive strategies for individuals with over $1 million in assets, focusing on complex tax situations, investment management and estate planning. When looking for a financial advisor, seek a credentialed CFP® professional who has the experience to provide informed recommendations for navigating intricate financial considerations.

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WSJ Buy Side
Lauren Nowacki
January 20, 2026